Diverging Views: How Clients and Planners Value Financial Planning Attributes and Virtual vs. In-Person Meetings
By: Yu Zhang, Megan McCoy and LaMindy Brandon-Joseph
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Language: English
Published on: Jun 29, 2026
Published by: Financial Advice Association of Australia
In partnership with: Paradigm Publishing Services
Publication frequency: 2 issues per year
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© 2026 Yu Zhang, Megan McCoy, LaMindy Brandon-Joseph, published by Financial Advice Association of Australia
This work is licensed under the Creative Commons Attribution 4.0 License.